Hudson Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Hudson Capital Management’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,815	Closed	-$229K	–	67
2024 Q3	$229K	Sell	1,815 -310	-15%	-$37.6K	0.07%	61
2024 Q2	$254K	Hold	2,125	–	–	0.09%	59
2024 Q1	$244K	Hold	2,125	–	–	0.08%	60
2023 Q4	$223K	Buy	+2,125	New	+$208K	0.08%	60
2023 Q3	–	Sell	-2,125	Closed	-$207K	–	69
2023 Q2	$207K	Buy	+2,125	New	+$196K	0.08%	62
2022 Q2	–	Sell	-2,125	Closed	-$215K	–	67
2022 Q1	$215K	Sell	2,125 -300	-12%	-$30K	0.09%	64
2021 Q4	$262K	Buy	2,425 +95	+4%	+$9.97K	0.09%	63
2021 Q3	$229K	Hold	2,330	–	–	0.09%	62
2021 Q2	$229K	Hold	2,330	–	–	0.09%	60
2021 Q1	$212K	Buy	+2,330	New	+$207K	0.09%	62

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hudson Capital Management's ESGU Position: Q4 2024 in Review

Hudson Capital Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 1,815 shares — an estimated $229K sold.

Hudson Capital Management first reported a position in ESGU in Q1 2021 and held it in 10 quarters. The position peaked at $262K in Q4 2021. 790 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

Hudson Capital Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
Hudson Capital Management sold 1,815 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $229K.
Hudson Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 10 quarters.
Hudson Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $262K in Q4 2021.
790 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Hudson Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.